SI
EFOR

Shaker Investments’s Everforth Inc EFOR Stock Holding History

Shaker Investments’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-27,800
Closed -$989K – 62
2014
Q2 		$989K Buy
27,800
+14,000
+101% +$501K 0.64% 37
2014
Q1 		$533K Buy
+13,800
New +$463K 0.33% 45

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Shaker Investments's EFOR Position: Q3 2014 in Review

Shaker Investments sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 27,800 shares — an estimated $989K sold.

Shaker Investments first reported a position in EFOR in Q1 2014 and held it in 2 quarters. The position peaked at $989K in Q2 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Shaker Investments reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Shaker Investments sold 27,800 Everforth Inc shares in Q3 2014, an estimated $989K.
  • Shaker Investments first reported a position in Everforth Inc in Q1 2014 and held it in 2 quarters.
  • Shaker Investments's Everforth Inc position peaked at $989K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Shaker Investments's 13F filing for Q3 2014, filed 29 Oct 2014.